Geo Capital Gestora de Recursos as of June 30, 2025
Portfolio Holdings for Geo Capital Gestora de Recursos
Geo Capital Gestora de Recursos holds 35 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 10.6 | $7.0M | 14k | 497.41 | |
| Deere & Company (DE) | 8.3 | $5.5M | 11k | 508.54 | |
| Airbnb Cl A (ABNB) | 8.3 | $5.5M | 41k | 132.35 | |
| Google Cl A (GOOGL) | 7.6 | $5.0M | 29k | 176.22 | |
| Equifax (EFX) | 7.2 | $4.8M | 18k | 259.38 | |
| Adobe Systems Incorporated (ADBE) | 6.3 | $4.1M | 11k | 386.89 | |
| Novo-nordisk A S Adr (NVO) | 5.6 | $3.7M | 54k | 69.01 | |
| Zoetis Cl A (ZTS) | 5.3 | $3.5M | 23k | 155.96 | |
| Booking Holdings (BKNG) | 4.7 | $3.1M | 538.00 | 5789.96 | |
| Mastercard Incorporated Cl A (MA) | 4.5 | $3.0M | 5.3k | 561.85 | |
| Intercontinental Exchange (ICE) | 4.4 | $2.9M | 16k | 183.45 | |
| Thermo Fisher Scientific (TMO) | 3.7 | $2.5M | 6.1k | 405.51 | |
| Walt Disney Company (DIS) | 3.7 | $2.4M | 20k | 123.99 | |
| Nike CL B (NKE) | 3.3 | $2.2M | 30k | 71.05 | |
| Visa Com Cl A (V) | 2.9 | $1.9M | 5.3k | 355.06 | |
| Waste Management (WM) | 2.7 | $1.8M | 7.7k | 228.76 | |
| Danaher Corporation (DHR) | 2.6 | $1.7M | 8.7k | 197.55 | |
| Msci (MSCI) | 2.2 | $1.4M | 2.5k | 576.57 | |
| Berkshire Hathaway Inc Del CL B (BRK.B) | 1.8 | $1.2M | 2.4k | 485.57 | |
| CBOE Holdings (CBOE) | 1.7 | $1.1M | 4.9k | 233.29 | |
| Mettler-Toledo International (MTD) | 1.1 | $722k | 615.00 | 1173.98 | |
| Meta Platforms Cl A (META) | 0.9 | $622k | 843.00 | 737.84 | |
| Moody's Corporation (MCO) | 0.1 | $58k | 115.00 | 504.35 | |
| S&p Global (SPGI) | 0.1 | $58k | 110.00 | 527.27 | |
| Cme (CME) | 0.1 | $56k | 204.00 | 274.51 | |
| Apple (AAPL) | 0.1 | $50k | 246.00 | 203.25 | |
| Autodesk (ADSK) | 0.1 | $42k | 135.00 | 311.11 | |
| Palo Alto Networks (PANW) | 0.1 | $38k | 186.00 | 204.30 | |
| Servicenow (NOW) | 0.1 | $38k | 37.00 | 1027.03 | |
| Netflix (NFLX) | 0.0 | $33k | 25.00 | 1320.00 | |
| IDEXX Laboratories (IDXX) | 0.0 | $28k | 53.00 | 528.30 | |
| Marriott Intl Cl A (MAR) | 0.0 | $27k | 100.00 | 270.00 | |
| Fair Isaac Corporation (FICO) | 0.0 | $27k | 15.00 | 1800.00 | |
| Home Depot (HD) | 0.0 | $26k | 71.00 | 366.20 | |
| American Express Company (AXP) | 0.0 | $19k | 61.00 | 311.48 |
